Diana Wong, Managing Director-One Pacific Financial LLC

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Diana Wong, Managing Director-One Pacific Financial LLC In considering any career change, many questions may arise, such as: What will be my responsibilities? How will I be trained? How will I be compensated?

The answers to these questions depend on many factors. When you sell insurance or financial services, you're not merely selling products, you're developing relationships. Your relationship with your customers, as well as the trust they place both in you and in the products you offer, are critical components to your ultimate success. You'll also make a vital contribution to your community, and when you see the difference that can make, it's more fulfilling than you might imagine. Agents with the Guardian insurance provide very intimate services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. The responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing analysis of situations and, ultimately, presenting solutions that help meet objectives.

Disability insurance can be more affordable than you think. Plus you can customize your DI policy to address things like...
10/19/2026

Disability insurance can be more affordable than you think. Plus you can customize your DI policy to address things like student loans and your future earnings.

Disability insurance can be more affordable than you think.

Getting a raise is certainly something to celebrate but how you spend this money can impact your financial health. Here ...
10/15/2026

Getting a raise is certainly something to celebrate but how you spend this money can impact your financial health. Here are a few tips to help you manage more money in a way that’s both productive and protective.

There are a lot of things you can do with a pay raise, but how you spend this money can impact your financial health. 

10/12/2026

Happy Monday!

I hope you’re doing well! I’d like to personally invite you to join us for our upcoming Advanced Markets – Breaking Into the Business Markets Event with Eric McDermott – NorCal, hosted by Pacific Advisors.

Event Details:

Date: Thursday, November 5, 2026

Time: 9:30 AM – 1:00 PM PST

Location: Signia by Hilton San Jose

Admission: Complimentary Advanced Markets Luncheon

Join our Managing Partner, Eric McDermott, as he shares valuable insights on:

The 5 Business Owner Concerns

The 4 Interruptions to All Partnerships

Advanced Charitable Tax Offsets

This is an excellent opportunity to gain valuable insights into the business market and advanced planning strategies while connecting with fellow professionals.

Please let me know if you’re available to attend. I would be delighted to have you join us and look forward to seeing you there!

10/12/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are so...
10/08/2026

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Ideas on how to build a solid investment portfolio.

For a small business, the loss of a key person could cause financial hardship.
10/05/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

10/01/2026

Confidently plan for your child’s future with special needs financial tools and government benefits.

Worried your retirement savings won’t last as long as you need it to? Consider trying these simple steps to help you enj...
09/28/2026

Worried your retirement savings won’t last as long as you need it to? Consider trying these simple steps to help you enjoy the retirement you’ve been saving for and retire with financial confidence.

Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

09/24/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Life in retirement can cost more than you think. From travel to health care to taxes, expenses don’t always go down. Pla...
09/21/2026

Life in retirement can cost more than you think. From travel to health care to taxes, expenses don’t always go down. Plan smartly now so you can enjoy later.

People often think their expenses will decline in retirement. But that may not be the case.

Address

910 E Hamilton Avenue , Suite 150
Campbell, CA
95008

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14085796696

Website

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